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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
976
Ayalon Insurance Company
Israel
$545K +$84.6K +645 +20%
CFFP
977
Center for Financial Planning
Michigan
$542K -$47.9K -365 -9%
SWM
978
Sugarloaf Wealth Management
Georgia
$542K +$656 +5 +0.1%
PL
979
Plancorp LLC
Missouri
$541K -$19.4K -148 -4%
BFC
980
Bedel Financial Consulting
Indiana
$537K +$22.8K +174 +5%
CRCM
981
Corbett Road Capital Management
Virginia
$537K +$493K +3,754 New
CW
982
CreativeOne Wealth
Kansas
$536K -$30.4K -232 -6%
NPT
983
Nixon Peabody Trust
Massachusetts
$532K – – –
MTIM
984
Marathon Trading Investment Management
Pennsylvania
$530K +$486K +3,700 New
MCG
985
McCollum Christoferson Group
New York
$529K -$33.5K -255 -6%
MMHP
986
Murphy Middleton Hinkle & Parker
Georgia
$527K -$394 -3 -0.1%
DP
987
Denver PWM
Colorado
$527K +$5.51K +42 +1%
CAG
988
Crestwood Advisors Group
Massachusetts
$522K -$475K -3,623 -50%
OR
989
Olympiad Research
Connecticut
$522K +$49.7K +379 +12%
FFG
990
Fullen Financial Group
Ohio
$521K +$477K +3,638 New
FAM
991
Flaharty Asset Management
Florida
$520K +$131 +1 +0%
GVAG
992
Great Valley Advisor Group
Delaware
$519K +$106K +808 +29%
QI
993
QV Investors
Alberta, Canada
$519K +$475K +3,622 New
CWM
994
Cornerstone Wealth Management
Missouri
$518K +$30.7K +234 +7%
SWM
995
SigFig Wealth Management
California
$517K -$1.16M -8,810 -71%
PFC
996
Poplar Forest Capital
California
$517K – – –
WIA
997
Wealthstreet Investment Advisors
Texas
$516K -$3.28K -25 -0.7%
PG
998
Patten Group
Tennessee
$516K +$10.5K +80 +2%
GIM
999
Goelzer Investment Management
Indiana
$514K -$110K -842 -19%
ACM
1000
Ategra Capital Management
Virginia
$512K +$17.7K +135 +4%
38 39
40
41 42